How to raise an Expense
Introduction
To make local payments to vendors, suppliers and clients, you’ll first need to Create an Expense. This is essential for managing your business finances effectively, budgeting, tax compliance, and overall financial health.
This guide will walk you through the process of creating an expense in the Merchant Dashboard and ensure you can accurately track your business expenditures. Let’s dive in!
To begin
Log into the Duplo Dashboard
Before successfully creating an expense, you should have already set up expense categories and recipients.
Click here to learn how to create an Expense Category
Click here to learn how to create a Recipient.
Recipients can still be created when creating an expense account by clicking on “add a new vendor” as shown below:
Once you have done the above, click on the Expenses menu and select My Expenses
Click on Create New Expenses
Fill in all the required information and click save as shown below:
You have successfully created an expense!
Frequently Asked Questions
How do I raise my expense as a reimbursement?
While raising an expense, after inputting all the required details, you will see a box to tick claim reimbursement, tick it. To learn how reimbursement works click here.
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